Seeking Alpha
02 Nov 2026, 16:35 UTC · 1h ago
Yes, I'm Buying The Tech Crash
Impact · against what's priced in
The article provides no new catalysts as the bullish outlook for AI hardware and the recent volatility in software/semis are already reflected in current valuations. The mention of AI spending peaking in 2028 reinforces a growth runway that the market already assumes for hardware providers like Broadcom.
- AVGO+0.00
Already priced in
- The price assumes
AI semiconductor revenue currently doubling year-over-year to roughly $16.7 billion per quarter
The author's view of Broadcom as a high-quality AI name with a multi-year runway until 2028 confirms the growth trajectory the market is already paying for.
What AVGO's price assumes · Sep 9
